Relationship Banker: Elevate Clients' Financial Lives

Bank of America; Simi Valley (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring for a frontline client associate to engage lobby clients and assist with transactions via self-service tools. The role involves processing cash transactions accurately, asking insightful questions to understand financial goals, and connecting clients to relevant solutions.

You will interact with clients, drive the client experience, and support banking services while adhering to laws and bank policies. This role requires weekend/extended hours as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Displays passion and drive to improve clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking through ATM/online/mobile channels.
• Applies critical thinking to meet client needs.
• Follows established processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on results while serving clients' best interests.
• Willing to work weekends or extended hours across multiple branches.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree

Associate’s Degree in Business/Finance

Job description

Bank of America is hiring for a frontline client associate to engage lobby clients and assist with transactions via self-service tools. The role involves processing cash transactions accurately, asking insightful questions to understand financial goals, and connecting clients to relevant solutions.

You will interact with clients, drive the client experience, and support banking services while adhering to laws and bank policies. This role requires weekend/extended hours as needed.